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Travelers Companies
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Overview Fund Activity

1,252 hedge funds and large institutions have $32.2B invested in Travelers Companies in 2023 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 397 increasing their positions, 489 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,252
Holders Change
-37
Holders Change %
-2.87%
% of All Funds
20.04%
Holding in Top 10
11
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-42.11%
% of All Funds
0.18%
New
111
Increased
397
Reduced
489
Closed
117
Calls
$166M
Puts
$159M
Net Calls
+$6.65M
Net Calls Change
+$59.4M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$210M
2
BG
Bahl & Gaynor
Ohio
+$119M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$115M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$104M
5
Viking Global Investors
Viking Global Investors
Connecticut
+$64.9M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$356M
2
First Eagle Investment Management
First Eagle Investment Management
New York
-$282M
3
Capital International Investors
Capital International Investors
California
-$204M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$203M
5
State Street
State Street
Massachusetts
-$148M
Name Holding Trade Value Shares
Change 		Shares
Change %
ET
726
Equitable Trust
Tennessee
$504K – – –
FZCM
727
Flynn Zito Capital Management
New York
$503K +$171 +1 +0%
CHAM
728
Clear Harbor Asset Management
Connecticut
$501K – – –
HWM
729
HighMark Wealth Management
Minnesota
$495K +$2.74K +16 +0.6%
WS
730
Wedbush Securities
California
$492K +$50.9K +297 +12%
CI
731
Cigna Investments
Connecticut
$490K -$10.6K -62 -2%
AWM
732
Aries Wealth Management
Maine
$490K – – –
GDP
733
Great Diamond Partners
Maine
$489K -$18.3K -107 -4%
SWM
734
Spire Wealth Management
Virginia
$488K +$131K +767 +37%
PWLP
735
Prio Wealth Limited Partnership
Massachusetts
$488K – – –
OA
736
Oak Associates
Ohio
$487K -$104K -604 -18%
KS
737
Karpas Strategies
Connecticut
$487K – – –
CAM
738
Cresset Asset Management
Illinois
$485K +$485K +2,829 New
SC
739
Searle & Co
Connecticut
$484K – – –
Lido Advisors
740
Lido Advisors
California
$482K +$55.9K +326 +13%
KWM
741
Kingsview Wealth Management
Oregon
$481K -$21.1K -123 -4%
BONH
742
Bank of New Hampshire
New Hampshire
$481K -$1.2K -7 -0.2%
FMAEN1
743
Fund Management at Engine No 1
California
$480K +$38.2K +223 +9%
AC
744
AXQ Capital
New Jersey
$480K +$480K +2,800 New
ABC
745
Associated Banc-Corp
Wisconsin
$480K +$12.9K +75 +3%
WP
746
WMS Partners
Maryland
$480K +$1.37K +8 +0.3%
CAM
747
Cozad Asset Management
Illinois
$478K – – –
CGL
748
Clarius Group LLC
Washington
$478K +$39.4K +230 +9%
SIG
749
Sky Investment Group
Connecticut
$477K – – –
FRM
750
Foundation Resource Management
Arkansas
$474K – – –
28 29
30
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